Remember than an invoice is a legal document and has financial implications to both you and the recipient. Making changes to the invoice is therefore not possible unless you you open the account which issues a credit note to reverse the original invoice.
This tutorial will explain how to deal with an account which needs to be changed after an invoice has already been generated.
A common scenario is when the booking details have changed and a new invoice needs to be created.
Open the NightsBridge calendar (PCBridge)
Please look at our tutorial on how access your NightsBridge calendar if you need more information.
Open the booking
Double-click on the specific booking to open the Booking Details window.
Click on "View Invoice/Payment details for this booking"
Click on the button with the calculator icon to open the account which the booking is linked to.
Click on Open Account (A/C)
As soon as you open the account, a credit note will be issued to reverse the original invoice.
You will see in the video below that once the account has been opened, the invoice number will be cleared and credit noted.
Only once this has been done, you will be able to now make changes to this account.
Previous invoice will be credit noted and the account will be re-opened
This will automatically create a credit note on the invoice which you previously generated (invoice number 133 in this example), and then give you the option to create a new invoice.
The previous invoice number will be cleared because this invoice will no longer be valid after the changes you make.
Proceed to make the necessary changes
In the below example, the booking details have changed - the booking was originally invoiced to the guest who is actually staying at the property (Client Two), but the guest has arranged for her mother to pay the bill, so the booking needs to be re-invoiced in her mother's name (Client Three).
Generate a new invoice
Generate a new invoice once you have finished making the necessary changes.
Click on Yes
A new invoice will be created and the account will be closed
A new invoice number will be created, since the previous one with the old information is no longer valid.
The account will be closed again once the new invoice is generated.
